

Integrate Zoho Expense with Shortcut
Send information between Zoho Expense and Shortcut automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Zoho Expense and Shortcut using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Report updated
Triggers when an existing report is updated in the selected organization

User created
Triggers when a new user is created in the selected organization

Expense updated
Triggers when an existing expense is updated in the selected organization

Expense created
Triggers when a new expense is created in the selected organization

Purchase request event
Triggers when a purchase request event is recorded in the selected organization

Trip event
Triggers when a trip-related event is recorded in the selected organization

Advance payment event recorded
Triggers when an advance payment-related event is recorded in the selected organization

Expense category created
Triggers when a new expense category is created in the selected organization

Report event
Triggers when a report-related event is recorded in the selected organization

Customer created
Triggers when a new customer is created in the selected organization

Report created
Triggers when a new report is created in the selected organization

Advance payment refund event recorded
Triggers when an advanced payment refund event is recorded in the selected organization

Comment added
Triggers when a new comment is added

Milestone created
Triggers when a new milestone is created

Project created
Triggers when a new project is created

Epic created
Triggers when a new epic is created

Story created
Triggers when a new story is created in a project
All Actions - Actions are the automated tasks

Create report
Creates a new report in the selected organization

Create user
Creates a new user in the selected organization

Create expense category
Creates a new expense category in the selected organization

Create expense
Creates a new reimbursable expense in the selected organization

Record advance payment
Records an advance payment for a project or report

Create customer
Creates a new customer in the selected organization

Create project
Creates a new project in the selected organization

Update customer
Updates the details of an existing customer

Update project
Updates the details of an existing project

Update user
Updates the details of an existing user

Update expense
Updates an existing expense in the selected organization

Fetch report
Fetches the details of an existing report

Fetch user
Fetches the details of an existing user by email address

Fetch customer
Fetches the details of an existing customer by ID, email, customer full name, first and last name

Create epic
Creates a new epic

Create comment
Creates a new comment in a selected story

Create team
Creates a new team

Create milestone
Creates a new milestone

Create project
Creates a new project

Create iteration
Creates a new iteration

Create story
Creates a new story in the selected project

Create label
Creates a new label

Create category
Creates a new category

Update team
Update details of an existing team

Update epic
Updates the details of an existing epic

Update iteration
Update details of an existing iteration

Update story
Updates the details of an existing story

Update label
Updates the details of an existing label

Fetch team
Fetch the details of an existing team using ID

Fetch epic
Fetch the details of an existing epic using ID
What is Zoho Expense?
Zoho Expense is cloud-based expense reporting software for recording and reporting all your business expenses. You can manage the entire process of reporting expense, right from uploading of a receipt to its approval and reimbursement with features such as auto scan, custom approvals, and spending policies.
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What is Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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